Tech Hardware Themes
The mega-themes that will drive earnings in the global tech hardware space over the next 12 to 24 months are: artificial intelligence, the Cloud,...
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Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
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Sogou 搜狗 IPO: Old Dog, Cheap Tricks
The upcoming Sogou 搜狗 IPO makes the company seem larger than it is, and a closer look gives us mixed feelings with regards to its prospects. Sogou...
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21 Things Worth Knowing (#8)
In Today's Issue1. Saudi Crown Prince kick starts an anti-corruption drive in a bid to cement his power. So far 11 princes, 4 ministers and a...
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Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
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